Free Customer Quote Template
Create a professional customer quote in minutes
Show the customer what they will receive, what it costs and how to accept. A clear next step makes the offer easier to approve and helps customers choose your business.
Email, print or download your quote as a PDF.
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Price the job. Send the quote. Get back to work.
Customer Quote Template Examples
Browse these layouts for an offer your customer can read at a glance. Every preview opens the same quote editor; add your own details and choose the styling there.
Give the Customer an Offer They Can Decide On
A customer quote is a written offer sent before a sale or job begins. It brings the products or services, price, timing, and terms into one document so the customer can decide whether to go ahead.
Use the names you used in your conversation, even if your internal pricing sheet uses codes. The customer needs to recognize what they are buying. A company quote template also helps you keep the branding and wording consistent across repeated offers.
How to Use a Customer Quote Template
Write the quote from the customer's point of view. Put the offer and price in a clear order, then explain the timing, terms, and next step.
- Business Details: Enter your business name and contact details.
- Your Logo: Add your logo so the customer recognizes your business.
- Customer: Choose a saved customer or enter the name and contact details.
- Number and Dates: Add the quote number, issue date, and valid-until date.
- The Offer: List each product or service with its quantity and price. Docelf calculates the total.
- Check the Price: Review any tax or discount and the total the customer will pay.
- Terms and Sending: Add timing and acceptance details in Terms and Conditions. Review, then email or download a PDF.
How to Fill In Customer Quote Line Items
A useful description says what the customer will receive, not just what your team calls the task. For example, “Connect two laptops to the home Wi-Fi” says more than “Network setup.”
This fictional home technology visit separates the setup work from the lesson, so the customer can see what the $210.60 offer covers.
| QTY | Description | Unit Price | Amount |
|---|---|---|---|
| 1 | Set up the customer’s Wi-Fi router and check the connection | $75.00 | $75.00 |
| 2 | Connect a laptop to Wi-Fi and check internet access | $35.00 | $70.00 |
| 1 | One-hour lesson on using the home Wi-Fi and printer | $50.00 | $50.00 |
| Subtotal | $195.00 | |
| Sales Tax (8% illustrative) | $15.60 | |
| Quote Total | $210.60 |
The tax rate is illustrative and applies to all three items in this example. Use the tax treatment that applies to your sale.
What to Include in Customer Quote Terms
Use Terms and Conditions to explain when the work can happen, what the price leaves out, and how to accept. Keep these details together so the customer can check them before agreeing.
This sample belongs to the home technology visit above. Adapt the timing and payment terms to the arrangements your business actually uses.
Example: Terms and Conditions
- This quote covers the router setup, two laptop connections, and one-hour lesson listed above.
- The customer supplies the router, laptops, and printer. Replacement equipment and repairs are not included.
- The offer is valid for 14 days from the quote date. The visit date will be agreed after acceptance.
- The total of $210.60 is payable on completion. Please accept the quote online to proceed; contact us first if you need a change.
Keep Optional Work Out of the Accepted Total
If the customer is still choosing an extra service, describe it as an option and keep it out of the main total until they choose it. The price they accept should match the work they asked you to do.
For a longer job, group descriptions by phase or service so the order is easy to follow. Leave internal costs and staff notes in your own records; the quote should explain the offer from the customer’s point of view.
Create a Customer Quote Ready to Review
Put the offer into words the customer recognizes. Docelf calculates the total while you add the items. Review the finished quote, then send it.
More Customer Quote Layouts
These six additional previews offer other ways to present the same offer. Each opens the quote editor, where you add your own details and choose the styling.
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Blank Customer Quote Template
Create Free Quote -
Simple Customer Quote Template
Create Free Quote -
Downloadable Customer Quote Template
Create Free Quote -
Editable Customer Quote Template
Create Free Quote -
Fillable Customer Quote Template
Create Free Quote -
Professional Customer Quote Template
Create Free Quote
Customer Quote, Estimate, or Invoice?
Each document belongs to a different point in the customer relationship.
Customer Quote
Send a customer quote before the work or sale begins when you can give a specific price for a clear offer.
Estimate
Send an estimate when the final scope or cost may still change and you are giving your best prediction.
Invoice
Send an invoice when the sale or work reaches the agreed billing point and payment is due.
Start with an estimate template if you still need to inspect the job before offering a firm price. When you are ready to bill, create an invoice from the quote in Docelf. Record the payment on the invoice, then create a receipt from it to confirm what was paid.
Customer Quote Template File Formats
Use a document template when the offer needs more written detail, or a spreadsheet when you prefer to work through quantities and rates. These pages provide separate file templates; Docelf downloads the finished quote as a PDF.
More Customer-Facing Quote Templates
Use the company guide for consistent business details and branding, the custom guide for a tailored request, or the sales guide for a product offer. The invoice quote guide explains the difference between quoting a price and asking for payment.
Customer Quote Template FAQs
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What is a customer quote template?
A customer quote template is a reusable layout for a written offer sent before a sale or job begins. It shows what you will provide, what it costs, and how the customer can accept.
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How much detail should a customer quote include?
Include enough detail to identify the result, quantity, and price of each part of the offer. Explain timing and important exclusions in Terms and Conditions. For a familiar repeat job, a short description may be enough; for new work, spell out what the customer will receive.
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What is the difference between a customer quote and an invoice?
A quote presents the offer before the customer approves it. An invoice requests payment after the sale or work reaches the agreed billing point.
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What can the customer do with the quote I send?
The customer can view and download the quote, then accept or decline it online without a Docelf account. Docelf updates the response status and emails you when the customer accepts or declines. For quotes emailed from Docelf, you can check delivery and opening history before following up.
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How can a customer accept the quote?
Email the quote through Docelf for an online response. If you send a PDF instead, state how the customer should confirm acceptance. You can mark the quote as accepted or declined manually in Docelf.
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What if the customer asks for changes after accepting?
Update the scope, price, dates, or terms in a revised quote and ask the customer to accept the new version before you continue with changed work.
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Can I turn a customer quote into an invoice?
Yes. Docelf copies the customer, item, price, and quote details into a new invoice. Review the invoice, add the due date and payment instructions, and send it when payment is due.
Ready to Send the Customer a Clear Quote?
Make the offer easy for the customer to read and act on.
- Use customer-ready descriptions and a clear total
- Show the validity period and acceptance step
- Email the quote or download a PDF
